Steward Partners Investment Advisory’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
310
-19
| -6% | -$1.84K | ﹤0.01% | 2737 |
|
|
2025
Q1 | $37.1K | Hold |
329
| – | – | ﹤0.01% | 2523 |
|
|
2024
Q4 | $38.5K | Buy |
329
+36
| +12% | +$4.21K | ﹤0.01% | 2473 |
|
|
2024
Q3 | $38.2K | Hold |
293
| – | – | ﹤0.01% | 2368 |
|
|
2024
Q2 | $49.1K | Buy |
293
+275
| +1,528% | +$46.1K | ﹤0.01% | 2114 |
|
|
2024
Q1 | $3.21K | Buy |
+18
| New | +$3.21K | ﹤0.01% | 3173 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$2K | – | 3245 |
|
|
2022
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 2985 |
|
|
2020
Q4 | – | Sell |
-275
| Closed | – | – | 2889 |
|
|
2020
Q3 | $0 | Sell |
275
-12,000
| -98% | – | ﹤0.01% | 2747 |
|
|
2020
Q2 | $9K | Hold |
12,275
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q1 | $4K | Buy |
12,275
+6,000
| +96% | +$1.96K | ﹤0.01% | 2129 |
|
|
2019
Q4 | $20K | Buy |
6,275
+6,000
| +2,182% | +$19.1K | ﹤0.01% | 1766 |
|
|
2019
Q3 | $0 | Hold |
275
| – | – | ﹤0.01% | 2624 |
|
|
2019
Q2 | $1K | Buy |
+275
| New | +$1K | ﹤0.01% | 2513 |
|
|
2018
Q4 | – | Sell |
-3,258
| Closed | -$46K | – | 979 |
|
|
2018
Q3 | $46K | Sell |
3,258
-2,004
| -38% | -$28.3K | ﹤0.01% | 1225 |
|
|
2018
Q2 | $68K | Sell |
5,262
-700
| -12% | -$9.05K | ﹤0.01% | 978 |
|
|
2018
Q1 | $48K | Buy |
5,962
+1,050
| +21% | +$8.45K | ﹤0.01% | 1015 |
|
|
2017
Q4 | $41K | Sell |
4,912
-1,483
| -23% | -$12.4K | ﹤0.01% | 891 |
|
|
2017
Q3 | $58K | Buy |
6,395
+2,785
| +77% | +$25.3K | 0.01% | 655 |
|
|
2017
Q2 | $29K | Buy |
3,610
+2,797
| +344% | +$22.5K | ﹤0.01% | 770 |
|
|
2017
Q1 | $11K | Buy |
813
+4
| +0.5% | +$54 | ﹤0.01% | 911 |
|
|
2016
Q4 | $12K | Buy |
+809
| New | +$12K | 0.01% | 525 |
|